SoftBank Group (9984) Hisse Özeti
SoftBank Group Corp. Japonya'da ve uluslararası alanda telekomünikasyon hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
9984 Community Fair Values
Create NarrativeSee what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
JP¥4.5k
FV
34.2% aşırı değerlenmiş içsel indirim5.43%
Revenue growth p.a.
34
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
SoftBank Group Corp. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | JP¥6,039.00 |
| 52 Haftanın En Yüksek Seviyesi | JP¥6,923.75 |
| 52 Haftanın En Düşük Seviyesi | JP¥1,835.25 |
| Beta | 0.90 |
| 1 Aylık Değişim | 16.56% |
| 3 Aylık Değişim | 39.50% |
| 1 Yıllık Değişim | 223.72% |
| 3 Yıllık Değişim | 376.92% |
| 5 Yıllık Değişim | 198.52% |
| Halka arzdan bu yana değişim | 12,673.29% |
Son Haberler & Güncellemeler
Analiz Makalesi • 5h
Shareholders Shouldn’t Be Too Comfortable With SoftBank Group's (TSE:9984) Strong Earnings
The latest earnings release from SoftBank Group Corp. ( TSE:9984 ) disappointed investors. We did some digging and...Analiz Makalesi • May 16
Results: SoftBank Group Corp. Beat Earnings Expectations And Analysts Now Have New Forecasts
SoftBank Group Corp. ( TSE:9984 ) shareholders are probably feeling a little disappointed, since its shares fell 6.3...Recent updates
Analiz Makalesi • 5h
Shareholders Shouldn’t Be Too Comfortable With SoftBank Group's (TSE:9984) Strong Earnings
The latest earnings release from SoftBank Group Corp. ( TSE:9984 ) disappointed investors. We did some digging and...Analiz Makalesi • May 16
Results: SoftBank Group Corp. Beat Earnings Expectations And Analysts Now Have New Forecasts
SoftBank Group Corp. ( TSE:9984 ) shareholders are probably feeling a little disappointed, since its shares fell 6.3...
Anlatı Güncellemesi • Apr 29
9984: Future OpenAI Funding And Leverage Will Heighten Execution Downside Risk
Analysts have reset their fair value estimate for SoftBank Group to ¥3,100 from about ¥3,499, reflecting a mix of caution around concentrated AI exposure and leverage, as well as optimism about AI access, semiconductor IP positioning, and an updated 32.48x future P/E assumption alongside higher modeled revenue growth and profit margins. Analyst Commentary Street research on SoftBank Group has recently split into two broad camps, with some focusing on upside from AI and semiconductor IP exposure and others leaning into valuation and balance sheet risks tied to that same theme.
Anlatı Güncellemesi • Apr 15
9984: AI And Semiconductor IP Exposure Will Drive Future Re Rating Potential
Analyst price targets for SoftBank Group are now centered around ¥3,140 to ¥7,000, reflecting a mix of caution over concentrated AI exposure and leverage, as well as optimism about the group's AI access, semiconductor IP position, and diversified holdings trading at what analysts see as an attractive entry point. Analyst Commentary Recent research shows a split view on SoftBank Group, with some analysts highlighting rising risks tied to concentrated AI exposure and leverage, while others focus on potential upside linked to AI access, semiconductor IP, and portfolio valuation.Anlatı Güncellemesi • Apr 01
9984: AI Infrastructure Commitment Will Drive Future Re Rating Potential
Analysts now frame SoftBank Group's narrative around an unchanged fair value of ¥7,000, with a lower implied future P/E of about 50x supported by mixed Street views that highlight rising concentration risks in AI investments on one side and perceived benefits from AI exposure, semiconductor IP and a diversified portfolio on the other. Analyst Commentary Street research on SoftBank Group currently reflects a split view, with some bearish voices highlighting concentration risk around OpenAI and balance sheet leverage, while other, more bullish analysts focus on AI exposure, semiconductor IP and portfolio breadth as key supports for the equity story.Anlatı Güncellemesi • Mar 18
9984: AI Infrastructure Commitments And PayPay IPO Will Support Future Share Gains
Analysts have adjusted their price target on SoftBank Group to ¥7,000, highlighting mixed views that balance concerns about concentrated AI exposure and leverage with arguments that the group’s AI positioning, semiconductor IP exposure, and diversified holdings present an attractive entry point. Analyst Commentary Recent Street research highlights a split view on SoftBank Group, with some analysts focusing on rising risk tied to concentrated AI exposure and leverage, while others point to AI and semiconductor assets as key supports for the investment case.Anlatı Güncellemesi • Mar 03
9984: AI Infrastructure Expansion And PayPay Listing Will Support Future Share Gains
Analysts are keeping their SoftBank Group fair value target steady at ¥7,000, while fine tuning their assumptions for revenue growth, profit margins, and future P/E to reflect updated views on the company’s earnings mix and risk profile. Analyst Commentary Bullish analysts who anchor on the ¥7,000 fair value target see this level as broadly in line with their refreshed assumptions around SoftBank Group’s earnings mix, risk profile, and targeted P/E multiple.Anlatı Güncellemesi • Feb 17
9984: Expanding AI Infrastructure Commitments To OpenAI Will Support Future Share Gains
Analysts have reset their price target on SoftBank Group from ¥28,062 to ¥7,000, citing updated revenue growth, profit margin, and future P/E assumptions that reflect a more measured outlook on the company’s earnings potential. Analyst Commentary Even with the reset to a ¥7,000 price target, some bullish analysts still see room for upside if SoftBank Group executes consistently against its revised earnings framework.Analiz Makalesi • Feb 15
SoftBank Group Corp. Just Missed EPS By 80%: Here's What Analysts Think Will Happen Next
It's been a good week for SoftBank Group Corp. ( TSE:9984 ) shareholders, because the company has just released its...Anlatı Güncellemesi • Feb 03
9984: Future OpenAI Commitments Will Increase Downside Risk From Execution Missteps
Analysts have lifted their fair value estimate for SoftBank Group to ¥3,498.93 from ¥3,029.36, citing updated assumptions for slightly higher revenue growth, a lower profit margin, and a higher future P/E multiple. Analyst Commentary While the revised fair value estimate for SoftBank Group reflects updated assumptions on growth, margins, and the future P/E multiple, some bearish analysts remain cautious about the risk and reward trade off at current levels.
Anlatı Güncellemesi • Jan 20
9984: Future Gains Will Be Driven By OpenAI And Data Infrastructure Commitments
Analysts have lowered their fair value estimate for SoftBank Group from ¥22,780.80 to ¥5,360.35, reflecting updated assumptions around modestly different revenue growth, profit margin and future P/E inputs. What's in the News SoftBank has fully funded its reported US$40b commitment to OpenAI, according to CNBC, completing a substantial capital allocation to the AI company (CNBC).Anlatı Güncellemesi • Jan 05
9984: Future OpenAI Exposure And Rising Arm Margin Debt Will Drive Upside Risk
Analysts have revised their price target on SoftBank Group to ¥3,029.36 from ¥9,400.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News SoftBank plans to invest up to US$3b to remodel an EV plant in Lordstown, Ohio, to produce equipment for OpenAI's upcoming U.S. data centers, according to The Information.Anlatı Güncellemesi • Dec 13
9984: Expanding AI Infrastructure Investments Will Drive Shares Higher
Narrative Update on SoftBank Group Analysts have raised their price target for SoftBank Group from ¥20,000 to approximately ¥28,062. This reflects updated expectations for slightly stronger revenue growth, a higher long term valuation multiple, and a modestly higher discount rate despite lower projected profit margins.Anlatı Güncellemesi • Nov 29
9984: Future Gains Will Be Driven By Massive AI Infrastructure Investments
Analysts have raised their price target for SoftBank Group from ¥22,477 to ¥22,781, citing slight improvements in projected revenue growth and profit margins as key factors. What's in the News SoftBank is investing up to $3 billion to remodel an EV plant in Lordstown, Ohio for the production of equipment for OpenAI's upcoming U.S. data centers (The Information).Analiz Makalesi • Nov 22
Earnings Working Against SoftBank Group Corp.'s (TSE:9984) Share Price Following 28% Dive
SoftBank Group Corp. ( TSE:9984 ) shares have retraced a considerable 28% in the last month, reversing a fair amount of...Analiz Makalesi • Nov 19
There May Be Underlying Issues With The Quality Of SoftBank Group's (TSE:9984) Earnings
Last week's profit announcement from SoftBank Group Corp. ( TSE:9984 ) was underwhelming for investors, despite...Anlatı Güncellemesi • Nov 15
9984: Future Profitability Will Be Driven By Expanded AI And Robotics Investments
Analysts have raised SoftBank Group's fair value target from ¥19,952 to ¥22,477. This change reflects improved expectations for profit margins, despite slightly reduced revenue growth forecasts.Analiz Makalesi • Nov 13
SoftBank Group Corp. Just Beat EPS By 962%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that SoftBank Group Corp. ( TSE:9984 ) released its interim result to the market. The...Anlatı Güncellemesi • Nov 01
9984: Heavy Investments In AI Ventures Will Face Headwinds From Delays And Leverage
Analysts have raised their price target for SoftBank Group from ¥18,644.4 to ¥19,951.8, citing updated fair value estimates and improving future prospects. What's in the News SoftBank's board approved a $22.5B investment, completing its $30B commitment to OpenAI.Anlatı Güncellemesi • Oct 18
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
Analysts have raised their price target for SoftBank Group, increasing the estimated fair value from ¥16,199 to ¥18,644. This reflects renewed confidence in the company's outlook.Anlatı Güncellemesi • Oct 03
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
SoftBank Group’s fair value estimate has been raised by analysts from ¥14,635 to ¥16,199. This change reflects modest improvements in projected profit margins and anticipated price-to-earnings multiples.Analiz Makalesi • Sep 25
Optimistic Investors Push SoftBank Group Corp. (TSE:9984) Shares Up 28% But Growth Is Lacking
Despite an already strong run, SoftBank Group Corp. ( TSE:9984 ) shares have been powering on, with a gain of 28% in...Anlatı Güncellemesi • Sep 17
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
A modest reduction in SoftBank Group’s discount rate, reflecting lower perceived risk or improved funding conditions, has marginally increased the consensus analyst price target from ¥14,420 to ¥14,635. What's in the News OpenAI, backed by SoftBank, is pursuing a $500B valuation through a $6B secondary market sale of employee shares, as SoftBank considers making a $10B commitment dependent on OpenAI's restructuring deal with Microsoft progressing by year-end (NY Times, Bloomberg, Financial Times).Analiz Makalesi • Aug 28
If EPS Growth Is Important To You, SoftBank Group (TSE:9984) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Anlatı Güncellemesi • Aug 27
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
SoftBank Group's higher consensus price target reflects increased growth optimism as indicated by a rising future P/E, despite a slight decline in net profit margin, lifting fair value from ¥13,257 to ¥13,923. What's in the News OpenAI, backed by SoftBank, is in advanced talks to sell $6B of employee shares at a $500B valuation, potentially making it the world's most valuable private company (NY Times, Bloomberg).Analiz Makalesi • Aug 11
Results: SoftBank Group Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a pretty great week for SoftBank Group Corp. ( TSE:9984 ) shareholders, with its shares surging 20% to...Analiz Makalesi • Aug 09
SoftBank Group Corp.'s (TSE:9984) 31% Jump Shows Its Popularity With Investors
TSE:9984 1 Year Share Price vs Fair Value Explore SoftBank Group's Fair Values from the Community and select yours...Anlatı Güncellemesi • Aug 08
Arm And OpenAI Hype Will Fade Under Regulatory Clampdown
Despite a slight downgrade in revenue growth forecasts, SoftBank Group's rising net profit margin has driven a consensus analyst price target increase from ¥11,099 to ¥11,945. What's in the News SoftBank completed a ¥330,260.5 million share buyback, repurchasing 42,033,200 shares (2.89% of outstanding), with the latest tranche having no additional shares bought.Analiz Makalesi • Jun 24
Market Participants Recognise SoftBank Group Corp.'s (TSE:9984) Revenues Pushing Shares 27% Higher
SoftBank Group Corp. ( TSE:9984 ) shares have had a really impressive month, gaining 27% after a shaky period...Analiz Makalesi • Jun 23
Is SoftBank Group (TSE:9984) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analiz Makalesi • Jun 02
Investors Met With Slowing Returns on Capital At SoftBank Group (TSE:9984)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Hissedar Getirileri
| 9984 | JP Wireless Telecom | JP Pazar | |
|---|---|---|---|
| 7D | 4.7% | -8.1% | -3.1% |
| 1Y | 223.7% | 63.0% | 38.2% |
Getiri vs. Endüstri: 9984 geçen yıl % 63 oranında getiri sağlayan JP Wireless Telecom sektörünü aştı.
Getiri vs Piyasa: 9984 geçen yıl % 38.2 oranında getiri sağlayan JP Piyasasını aştı.
Fiyat Oynaklığı
| 9984 volatility | |
|---|---|
| 9984 Average Weekly Movement | 13.3% |
| Wireless Telecom Industry Average Movement | 4.3% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
İstikrarlı Hisse Senedi Fiyatı: 9984 hisse senedi fiyatı, son 3 ayda JP piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: 9984 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala JP hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1981 | 67,229 | Masa Son | group.softbank |
SoftBank Group Corp. Japonya'da ve uluslararası alanda telekomünikasyon hizmetleri sunmaktadır. Holding Şirketlerinin Yatırım İşleri, SoftBank Vision Funds, SoftBank, Arm ve Diğer segmentleri aracılığıyla faaliyet göstermektedir. Şirket, kurumsal müşterilere mobil iletişim ve çözümler ve perakende müşterilere geniş bant hizmetleri sunar; mobil cihazlar ve yazılım araçlarının yanı sıra ilgili hizmetleri satar.
SoftBank Group Corp. Temel Bilgiler Özeti
| 9984 temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | JP¥34.42t |
| Kazançlar(TTM) | JP¥4.98t |
| Gelir(TTM) | JP¥7.80t |
6.9x
F/K Oranı4.4x
P/S Oranı9984 aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| 9984 gelir tablosu (TTM) | |
|---|---|
| Gelir | JP¥7.80t |
| Gelir Maliyeti | JP¥3.78t |
| Brüt Kâr | JP¥4.02t |
| Diğer Giderler | -JP¥967.49b |
| Kazançlar | JP¥4.98t |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 874.49 |
| Brüt Marj | 51.50% |
| Net Kâr Marjı | 63.90% |
| Borç/Özkaynak Oranı | 120.6% |
9984 uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.2%
Mevcut Temettü Verimi1%
Ödeme Oranı9984 güvenilir bir temettü ödüyor mu?
9984 temettü geçmişine ve kıyaslamalara bakın| SoftBank Group temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Mar 30 2026 |
| Temettü Ödeme Tarihi | Jun 30 2026 |
| Eski temettüye kadar geçen günler | 53 days |
| Temettü ödeme tarihine kadar geçen günler | 39 days |
9984 güvenilir bir temettü ödüyor mu?
9984 temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 02:04 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
SoftBank Group Corp. 35 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Hao Dai | Bernstein |
| Yoshitaka Nagao | BofA Global Research |